Anic Equity¶
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Total return since start: 0.555 %¶
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Equity now: -----------------------------> 47491.59 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46096.74 Kr¶
PnL: ---------------------------------------> -791.83 Kr¶
DD now: ---------------------------------> -2.341 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-13 16:53:52.612026'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -3.050000 | 3140.800000 | 169.800000 | 5.720000 | 2971.000006 |
| HEBA B | 70 | -0.630000 | 2779.000000 | 143.000000 | 5.420000 | 2636.000010 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.000000 | 425.400000 | 70.400000 | 19.830000 | 355.000000 |
| Corem Property Group B | 59 | -2.510000 | 641.330000 | 64.330000 | 11.150000 | 576.999999 |
| HMS Networks | 2 | -0.890000 | 709.200000 | 36.200000 | 5.380000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 1.720000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Coor Service Management Hold. | 8 | 0.510000 | 547.200000 | 15.200000 | 2.860000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.600000 | 259.680000 | 13.680000 | 5.560000 | 246.000000 |
| Eastnine | 4 | -1.260000 | 503.200000 | 12.200000 | 2.480000 | 491.000000 |
| Resurs Holding | 22 | 0.190000 | 584.760000 | 10.760000 | 1.870000 | 573.999998 |
| OEM International B | 7 | -2.170000 | 536.900000 | 8.900000 | 1.690000 | 527.999997 |
| Norva24 Group | 16 | -4.220000 | 551.680000 | 8.680000 | 1.600000 | 543.000000 |
| Karnov Group | 9 | 2.540000 | 544.500000 | 8.500000 | 1.590000 | 536.000004 |
| Boozt | 12 | 1.840000 | 1660.800000 | 6.800000 | 0.410000 | 1653.999996 |
| Midsona B | 63 | -2.600000 | 589.050000 | 6.050000 | 1.040000 | 582.999984 |
| Intrum | 4 | -0.630000 | 532.600000 | 5.600000 | 1.060000 | 527.000000 |
| Essity A | 4 | 0.350000 | 1154.000000 | 5.000000 | 0.440000 | 1149.000000 |
| MedCap | 2 | -0.930000 | 426.000000 | 5.000000 | 1.190000 | 421.000000 |
| AcadeMedia | 12 | 0.870000 | 559.680000 | 2.680000 | 0.480000 | 557.000004 |
| Creaspac SPAC | 6 | 0.420000 | 579.600000 | 2.600000 | 0.450000 | 577.000002 |
| Essity B | 2 | -0.690000 | 576.000000 | 2.000000 | 0.350000 | 574.000000 |
| Handelsbanken A | 5 | -1.930000 | 546.250000 | 0.250000 | 0.050000 | 546.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -3.610000 | 560.700000 | -1.300000 | -0.230000 | 562.000005 |
| Swedbank A | 3 | -1.550000 | 561.300000 | -2.700000 | -0.480000 | 564.000000 |
| Securitas B | 6 | -0.680000 | 563.160000 | -6.840000 | -1.200000 | 570.000000 |
| Nordea Bank Abp | 29 | -1.350000 | 3444.040000 | -9.960000 | -0.290000 | 3453.999992 |
| CTEK | 13 | 0.330000 | 514.800000 | -19.200000 | -3.600000 | 533.999999 |
| International Petroleum Corp. | 5 | 1.560000 | 520.500000 | -74.070000 | -12.460000 | 594.565215 |
| Vivesto | 1368 | -4.150000 | 530.510000 | -82.490000 | -13.460000 | 612.999432 |
| SAAB B | 8 | -0.750000 | 3275.200000 | -101.800000 | -3.010000 | 3377.000000 |
| Sampo Oyj SDB | 7 | -0.930000 | 3741.500000 | -108.500000 | -2.820000 | 3850.000000 |
| OX2 | 18 | -0.170000 | 1541.700000 | -122.300000 | -7.350000 | 1663.999992 |
| Axfood | 13 | -0.690000 | 3554.200000 | -201.800000 | -5.370000 | 3756.000001 |
| Fasadgruppen Group | 35 | -2.260000 | 3475.500000 | -335.500000 | -8.800000 | 3810.999990 |
| Ovzon | 52 | -0.340000 | 3016.000000 | -346.000000 | -10.290000 | 3361.999992 |
| TOTAL | 46096.740000 | -791.830000 | -2.34074% | 46888.564618 |
Updated:¶
'2023-01-13 16:54:04.988908'
None
Last optimization/rebalancing:¶
'2022-12-04'
Next optimization/rebalancing:¶
'2023-01-13'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
